Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLTK
Playtika Holding Corp.

Communication Services
-6.82K
- 40.44%
$6.68 - $8.19 $45.5K - $55.8K
10K $79K
LYFT
Lyft, Inc.

Technology
-2.27K
- 12.54%
$9.08 - $13.97 $20.6K - $31.7K
15.8K $202K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.58K
- 4.77%
$22.55 - $23.1 $80.6K - $82.6K
71.3K $1.65M
GNR
Spdr S&P Global Natural Resour

ETFs
-1.41K
- 8.3%
$53.02 - $57.84 $74.7K - $81.5K
15.6K $897K
ANSS
Ansys Inc

Technology
-61
- 0.63%
$296.54 - $331.25 $18.1K - $20.2K
9.56K $3.04M
NTST
Netstreit Corp.

Real Estate
-3.51K
- 20.88%
$15.38 - $17.22 $54K - $60.5K
13.3K $220K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.09K
- 14.89%
$38.71 - $42.43 $80.9K - $88.7K
12K $505K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-2.1K
- 14.95%
$31.67 - $39.16 $66.6K - $82.3K
12K $429K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-4.55K
- 9.66%
$39.47 - $49.4 $180K - $225K
42.6K $2.02M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-1.51K
- 7.71%
$17.62 - $21.88 $26.5K - $32.9K
18K $359K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
-10.3K
- 46.54%
$4.84 - $5.72 $49.8K - $58.9K
11.8K $62K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-1.22K
- 6.76%
$19.84 - $22.57 $24.2K - $27.5K
16.8K $352K
MLKN
Millerknoll, Inc.

Consumer Cyclical
-871
- 6.18%
$23.5 - $31.02 $20.5K - $27K
13.2K $326K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-2.52K
- 5.14%
$19.01 - $20.7 $47.9K - $52.2K
46.5K $951K
ISCG
Ishares Morningstar Small Cap

ETFs
-1.93K
- 13.75%
$44.24 - $49.07 $85.3K - $94.6K
12.1K $592K
CLIR
Clear Sign Technologies Corp

Industrials
-59.2K
- 22.23%
$0.67 - $0.93 $39.7K - $55.1K
207K $176K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.06K
- 3.21%
$32.34 - $35.85 $34.4K - $38.1K
32.1K $1.14M
EPC
Edgewell Personal Care CO

Consumer Defensive
-453
- 6.63%
$36.06 - $41.19 $16.3K - $18.7K
6.38K $231K
SRCL
Stericycle Inc

Industrials
-962
- 16.85%
$57.95 - $61.72 $55.7K - $59.4K
4.75K $289K
SITE
Site One Landscape Supply, Inc.

Industrials
-927
- 27.7%
$115.64 - $153.52 $107K - $142K
2.42K $365K
RL
Ralph Lauren Corp

Consumer Cyclical
-403
- 20.65%
$158.53 - $197.61 $63.9K - $79.6K
1.55K $300K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.03K
- 21.77%
$53.68 - $59.24 $55.5K - $61.2K
3.71K $219K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.91K
- 5.38%
$44.9 - $47.55 $131K - $138K
51.2K $2.42M
TWST
Twist Bioscience Corp

Healthcare
-405
- 8.02%
$36.72 - $58.88 $14.9K - $23.8K
4.65K $209K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.93K
- 9.74%
$23.57 - $24.19 $45.6K - $46.8K
17.9K $432K
FBT
First Trust Nyse Arca Biotechn

ETFs
-630
- 16.12%
$152.39 - $172.91 $96K - $109K
3.28K $563K
LSTR
Landstar System Inc

Industrials
-292
- 6.81%
$173.24 - $193.87 $50.6K - $56.6K
3.99K $754K
DMLP
Dorchester Minerals, L.P.

Energy
-925
- 9.5%
$28.87 - $32.64 $26.7K - $30.2K
8.81K $265K
NUVB
Nuvation Bio Inc.

Healthcare
-9.54K
- 43.0%
$2.3 - $3.83 $21.9K - $36.5K
12.6K $29K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-83
- 0.21%
$19.97 - $21.86 $1.66K - $1.81K
38.6K $791K
SIL
Global X Silver Miners ETF

ETFs
-2.91K
- 16.55%
$29.58 - $37.45 $86K - $109K
14.7K $514K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-3.96K
- 8.22%
$3.37 - $3.37 $13.3K - $13.3K
44.2K $148K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.59K
- 15.24%
$28.45 - $30.18 $45.3K - $48.1K
8.86K $266K
TNDM
Tandem Diabetes Care Inc

Healthcare
-1.4K
- 11.69%
$35.21 - $47.3 $49.1K - $66K
10.5K $446K
IRDM
Iridium Communications Inc.

Communication Services
-4.3K
- 16.83%
$25.17 - $31.03 $108K - $133K
21.2K $646K
PTC
Ptc Inc.

Technology
-163
- 3.14%
$164.85 - $187.32 $26.9K - $30.5K
5.02K $907K
XT
Ishares Tr Exponential Technol

ETFs
-827
- 9.78%
$54.51 - $61.59 $45.1K - $50.9K
7.63K $464K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-2.02K
- 8.57%
$43.42 - $48.95 $87.9K - $99.1K
21.6K $1.05M
GFI
Gold Fields LTD

Basic Materials
-3.61K
- 6.65%
$13.34 - $17.2 $48.1K - $62K
50.6K $777K
DRIV
Global X Fds Global X Autonomo

ETFs
-1.3K
- 9.74%
$20.59 - $25.46 $26.7K - $33K
12K $281K
GSL
Global Ship Lease, Inc.

Industrials
-140
- 1.09%
$22.94 - $29.25 $3.21K - $4.1K
12.7K $337K
PGEN
Precigen, Inc.

Healthcare
-7.93K
- 21.49%
$0.91 - $1.88 $7.22K - $14.9K
29K $27K
HAE
Haemonetics Corp

Healthcare
-247
- 5.56%
$72.45 - $91.58 $17.9K - $22.6K
4.2K $337K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-4K
- 23.63%
$8.59 - $9.07 $34.4K - $36.3K
12.9K $116K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-1.05K
- 10.31%
$34.24 - $41.13 $35.8K - $43K
9.09K $368K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-436
- 20.03%
$110.06 - $128.44 $48K - $56K
1.74K $221K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1.08K
- 17.65%
$50.42 - $61.06 $54.4K - $65.8K
5.03K $306K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-290
- 10.0%
$114.52 - $127.8 $33.2K - $37.1K
2.61K $327K
CWT
California Water Service Group

Utilities
-2.41K
- 13.78%
$47.83 - $55.5 $115K - $134K
15.1K $818K
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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